#tsmc

Alphabet's $190 Billion AI Bet: Fueling a Semiconductor Supercycle in 2026

Get ready for a seismic shift in the tech landscape. Alphabet, Google's parent company, is poised to inject an astonishing $190 billion into AI infrastructure in 2026, a move set to ignite an unprecedented boom for semiconductor stocks. This massive investment underscores the intensifying AI arms race and signals a golden era for chipmakers that are the bedrock of this technological revolution.